BCMIO

Beacon Capital Management Inc (Ohio) Portfolio holdings

AUM $2.09B
1-Year Est. Return 11.59%
This Quarter Est. Return
1 Year Est. Return
+11.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$821M
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$10.8M
3 +$10.8M
4
VIS icon
Vanguard Industrials ETF
VIS
+$10.6M
5
VFH icon
Vanguard Financials ETF
VFH
+$10.6M

Top Sells

1 +$531K
2 +$272K
3 +$230K
4
INTC icon
Intel
INTC
+$205K
5
MSFT icon
Microsoft
MSFT
+$197K

Sector Composition

1 Technology 0.48%
2 Consumer Staples 0.17%
3 Healthcare 0.17%
4 Financials 0.09%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-50
227
-250
228
-762
229
-159
230
$0 ﹤0.01%
11
231
-700
232
-2,050
233
-750
234
-265
235
$0 ﹤0.01%
3